CVR PartnersUAN
Market Cap: $710M
About: CVR Partners LP is a manufacturer and supplier of nitrogen fertilizer products. Its principal products include Urea Ammonium Nitrate (UAN) and ammonia. The company market ammonia products to industrial and agricultural customers and UAN products to agricultural customers. The primary geographic markets for its fertilizer products are Kansas, Missouri, Nebraska, Iowa, Illinois, Colorado, and Texas. The company's product sales are heavily weighted toward UAN.
Employees: 310
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
38.1% more ownership
Funds ownership: 4.36% [Q1] → 42.46% (+38.1%) [Q2]
32% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $15.5M
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
4% less funds holding
Funds holding: 54 [Q1] → 52 (-2) [Q2]
13% less capital invested
Capital invested by funds: $388M [Q1] → $340M (-$48.8M) [Q2]
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Research analyst outlook
We haven’t received any recent analyst ratings for UAN.